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Disclosery

LPL Financial LLC: FREL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on FREL, newest first. How the timeline and the estimate are built.

LPL Financial LLC held 606,359 FREL shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 606,359 shares
    Change vs previous 13F +17,924 shares

    <0.01% of the 13F portfolio, value $17,766,302.

    13F-HR 0001403438-26-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 588,435 shares
    Change vs previous 13F +171,095 shares

    <0.01% of the 13F portfolio, value $15,834,791.

    13F-HR 0001403438-26-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 417,340 shares
    Change vs previous 13F -6,123 shares

    <0.01% of the 13F portfolio, value $11,222,267.

    13F-HR 0001403438-26-000001 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 423,463 shares
    Change vs previous 13F +35,692 shares

    <0.01% of the 13F portfolio, value $11,776,499.

    13F-HR 0001403438-25-000006 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 387,771 shares
    Change vs previous 13F +30,312 shares

    <0.01% of the 13F portfolio, value $10,485,338.

    13F-HR 0001403438-25-000005 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 357,459 shares
    Change vs previous 13F +46,042 shares

    <0.01% of the 13F portfolio, value $9,819,405.

    13F-HR 0001403438-25-000003 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 311,417 shares
    Change vs previous 13F -1,534 shares

    <0.01% of the 13F portfolio, value $8,414,496.

    13F-HR 0001403438-25-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 312,951 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,225,807.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).